2024-12-19

My Acorn Investment Pillars

Market Leader | Alignment | Operating Leverage | Long Runway

Market Leader | Alignment | Operating Leverage | Long Runway

Market Leader: Stable business with a long-term operating history that has the dominant position in its niche industry segment.

Market Leader | Alignment | Operating Leverage | Long Runway


Alignment: Aligned management & board with a long-tenured allocator minded CEO.

Market Leader | Alignment | Operating Leverage | Long Runway



Operating Leverage: Operating leverage (& Net operating losses) that can fuel a very nice outcome with modest revenue growth.

Market Leader | Alignment | Operating Leverage | Long Runway




Long Runway: Long runway with sustained tailwinds.

Thank you. Questions?

Market Leader | Alignment | Operating Leverage | Long Runway

Market Leader: Stable business with a long-term operating history that has the dominant position in its niche industry segment.

Alignment: Aligned management & board with a long-tenured allocator minded CEO.

Operating Leverage: Operating leverage (& Net operating losses) that can fuel a very nice outcome with modest revenue growth.

Long Runway: Long runway with sustained tailwinds.

Notes to self


Best viewed on full screen mode at 110%


Go wide screen on the Moscow & Russia slide